SFP
SCHV

Sterling Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sterling Financial Planning’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-687
Closed -$15K – 335
2021
Q3 		$15K Buy
687
+3
+0.4% +$69 0.01% 283
2021
Q2 		$16K Sell
684
-84
-11% -$1.91K 0.01% 269
2021
Q1 		$17K Buy
768
+3
+0.4% +$62 0.01% 241
2020
Q4 		$15K Buy
+765
New +$14.3K 0.01% 237

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Financial Planning's SCHV Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2021, closing a stake of 687 shares — an estimated $15K sold.

Sterling Financial Planning first reported a position in SCHV in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q1 2021. 644 funds tracked by Wall St. Rank hold SCHV as of Q4 2021.

  • Sterling Financial Planning reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 687 Schwab US Large-Cap Value ETF shares in Q4 2021, an estimated $15K.
  • Sterling Financial Planning first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Schwab US Large-Cap Value ETF position peaked at $17K in Q1 2021.
  • 644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.